13F HOLDINGS REPORT
Turiya Advisors Asia Ltd
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001554179-26-000002
Total Value
$652.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 721,300 | $225.8M | 34.58% |
| 2 | TOWER SEMICONDUCTOR LTD | TSEM | 1,472,045 | $172.8M | 26.47% |
| 3 | CLEVELAND-CLIFFS INC NEW | CLF | 7,250,000 | $96.3M | 14.75% |
| 4 | GEO GROUP INC NEW | GEO | 5,644,900 | $91.0M | 13.94% |
| 5 | PURE STORAGE INC | 74624M102 | 1,000,000 | $67.0M | 10.26% |